# Annova LLC

> Annova LLC is a state-registered investment advisory firm in Wilmington, DE, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 309737
- Filed as: ANNOVA LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wilmington, DE
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/309737
- AdvisorCensus page: https://advisorcensus.com/firm/annova-llc-wilmington-de-309737

## Quick answers

**How is Annova LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Annova LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Annova LLC located?**
Annova LLC's principal office is in Wilmington, DE, according to its Form ADV.

**Is Annova LLC registered with the SEC or a state?**
Annova LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 309737.

**How much does Annova LLC manage?**
Annova LLC reports $19,729,421 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**What types of clients does Annova LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (12); insurance companies (2).

**Does Annova LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/309737

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $19,729,421
- Discretionary: $19,729,421
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $2,775,109 |
| High net worth individuals | 12 | $11,883,368 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 2 | $3,734,859 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $1,336,085 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: DE, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- advisorannova.com
- LinkedIn @annovaadvisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Annova LLC (CRD 309737): Form ADV filing data as of October 2026.